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Pines Wealth Management’s UnitedHealth UNH Stock Holding History

Pines Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$538K Buy
1,295
+382
+42% +$142K 0.15% 128
2026
Q1 		$247K Buy
913
+102
+13% +$30.4K 0.08% 194
2025
Q4 		$268K Sell
811
-975
-55% -$330K 0.09% 187
2025
Q3 		$617K Buy
1,786
+151
+9% +$45.7K 0.21% 113
2025
Q2 		$505K Sell
1,635
-549
-25% -$210K 0.18% 128
2025
Q1 		$1.21M Buy
2,184
+445
+26% +$227K 0.56% 43
2024
Q4 		$906K Buy
+1,739
New +$988K 0.39% 65

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pines Wealth Management's UNH Position: Q2 2026 in Review

Pines Wealth Management increased its UnitedHealth (UNH) stake by 42% in Q2 2026, buying an estimated $142K and bringing the position to 1,295 shares worth $538K. The position accounts for 0.15% of the portfolio, ranked #128.

Pines Wealth Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2025. 1,741 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Pines Wealth Management held 1,295 shares of UnitedHealth worth $538K as of Q2 2026.
  • Pines Wealth Management bought 382 UnitedHealth shares in Q2 2026, an estimated $142K.
  • UnitedHealth made up 0.15% of Pines Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Pines Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's UnitedHealth position peaked at $1.21M in Q1 2025.
  • 1,741 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.